Senior Administrator, Philanthropic Services

RBC • Kingston, ON

2d • Onsite

About The Position

As part of a growing RBC Royal Trust team, you will focus on supporting the Philanthropic Services business unit by providing efficient, accurate and quality client service. This is a new and exciting team within the Royal Trust business that delivers a philanthropic solution that combines wealth planning and charitable gift planning. You will be accountable for performing a number of financial activities in support of the accurate tracking, processing, reconciliation, recording and reporting of transactions related to the administration of a charitable public foundation as it provides important administrative and philanthropic services to donors, professional advisors, financial service providers, and charities. Team play, collaboration and developing inter-personal relationships are important skills for success.

Requirements

• 2 - 5 years related estate & trust, charitable foundation, or general administration experience preferred.
• Ability to work independently in a fast pace, high volume environment and within deadlines.
• Strong organizational skills.
• Attention to detail and multi-tasking skills.
• Client servicing or donor servicing experience, preferably within a financial services institution or charitable organization.

Nice To Haves

• French language speaking and writing proficiency an asset
• Previous experience within the charitable sector an asset
• Previous experience in a wealth management firm administration
• Comfort working within process workflow based tasks and on a multidisciplinary team

Responsibilities

• Communicate directly with investment advisors, associates, donors, and charitable organizations to process requests submitted related to a charitable gift fund and public foundation administration
• Process gifts of cash and securities in compliance with policies and procedures and grant disbursement requests
• Prepares follow up documentation pending processing a charitable gift transaction, a grant request and/or ongoing fund administration management
• Assists in the collection, facilitation, and co-ordination of information and documentation to ensure foundation operations and charitable gift fund administration within their area of responsibility is carried out in accordance with the terms of program documents, relevant legislation, client needs, company policy, and department objectives
• Leverages the use of technology to maximize efficiencies and ensures that all files are appropriately documented.
• Ensures clients expectations are being met through respecting key deliverables and timelines
• Performs other office, clerical, and support duties as required

Benefits

• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact through type of work performed
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed